Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,061 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,216 | $68,408+29.0% | $57,196+54.2% | $57,658+53.0% |
| Participation rate | 99.5% | 79.1%+20.4pp | 75.3%+24.2pp | 70.2%+29.3pp |
| Annual return | 7.54% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,619 | $2,869+26.1% | $2,683+34.9% | $1,974+83.4% |
| Participant deferral / active EE | $1,810 | $2,903-37.7% | $3,096-41.5% | $3,061-40.9% |
| Admin fee / account holder | $24 | $70-65.6% | $3,141-99.2% | $95-74.7% |